Purchases and Sales Made in Q4 2025 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST CAPITAL STRENGTH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-107- 8.08% |
$9.69K - $10K
|
1.22K
$112K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-134- 2.13% |
$12.1K - $12.6K
|
6.16K
$565K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-136- 0.9% |
$12.3K - $12.8K
|
15K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-194- 0.6% |
$17.6K - $18.2K
|
32K
$2.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-196- 1.49% |
$17.7K - $18.4K
|
12.9K
$1.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-211- 8.47% |
$19.1K - $19.8K
|
2.28K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-216- 4.97% |
$19.6K - $20.3K
|
4.13K
$378K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-225- 8.65% |
$20.4K - $21.1K
|
2.38K
$218K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-254- 4.2% |
$23K - $23.8K
|
5.79K
$531K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-339- 2.76% |
$30.7K - $31.8K
|
11.9K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
SELL
|
- |
-356- 2.34% |
$32.2K - $33.4K
|
14.9K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-415- 12.24% |
$37.6K - $38.9K
|
2.98K
$273K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-442- 9.2% |
$40K - $41.5K
|
4.36K
$400K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-442- 15.24% |
$40K - $41.5K
|
2.46K
$225K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-457- 53.02% |
$41.4K - $42.9K
|
405
$37.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-530- 4.83% |
$48K - $49.7K
|
10.4K
$957K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-555- 4.68% |
$50.3K - $52.1K
|
11.3K
$1.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-561- 17.82% |
$50.8K - $52.6K
|
2.59K
$237K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-601- 2.67% |
$54.4K - $56.4K
|
21.9K
$2.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-623- 3.36% |
$56.4K - $58.5K
|
17.9K
$1.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-642- 3.06% |
$58.1K - $60.2K
|
20.3K
$1.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-668- 0.87% |
$60.5K - $62.7K
|
76K
$6.97M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-725- 6.9% |
$65.6K - $68K
|
9.78K
$897K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-801- 22.98% |
$72.5K - $75.2K
|
2.68K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-996- 3.53% |
$90.2K - $93.5K
|
27.2K
$2.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.08K- 6.79% |
$97.8K - $101K
|
14.8K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.2K- 9.94% |
$109K - $113K
|
10.9K
$1M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.29K- 5.16% |
$116K - $121K
|
23.6K
$2.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.29K- 7.35% |
$117K - $121K
|
16.3K
$1.49M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.37K- 5.37% |
$124K - $128K
|
24.1K
$2.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-1.58K- 20.65% |
$143K - $149K
|
6.08K
$558K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.72K- 14.43% |
$156K - $161K
|
10.2K
$935K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.74K- 36.32% |
$158K - $164K
|
3.06K
$280K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.07K- 9.24% |
$187K - $194K
|
20.3K
$1.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.29K- 2.73% |
$207K - $215K
|
81.6K
$7.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.84K- 2.41% |
$257K - $266K
|
115K
$10.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-2.93K- 47.67% |
$265K - $275K
|
3.22K
$295K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.4K- 3.25% |
$398K - $412K
|
131K
$12M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.14K- 9.79% |
$465K - $482K
|
47.4K
$4.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.31K- 11.14% |
$480K - $498K
|
42.3K
$3.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.43K- 2.15% |
$854K - $885K
|
429K
$39.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-14.5K- 5.31% |
$1.31M - $1.36M
|
258K
$23.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-15K- 30.49% |
$1.36M - $1.41M
|
34.2K
$3.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.4K- 40.39% |
$1.66M - $1.72M
|
27.1K
$2.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-22.1K- 6.13% |
$2M - $2.07M
|
338K
$31M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-36.6K- 16.46% |
$3.32M - $3.44M
|
186K
$17M
|
|
|
Jan 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-81.4K- 66.97% |
$7.37M - $7.64M
|
40.1K
$3.68M
|
|